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Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
1026
Tower Bridge Advisors
Pennsylvania
$529K – – –
TFP
1027
Triune Financial Partners
Kansas
$529K – – –
WPP
1028
Whalerock Point Partners
Rhode Island
$529K – – –
ACM
1029
Alta Capital Management
Utah
$528K – – –
AWA
1030
Amplius Wealth Advisors
Pennsylvania
$528K – – –
BGC
1031
Beutel, Goodman & Co
Ontario, Canada
$528K – – –
CWA
1032
Capital Wealth Alliance
Arizona
$528K – – –
DBRC
1033
D.B. Root & Company
Pennsylvania
$528K – – –
IGGA
1034
Iron Gate Global Advisors
Utah
$528K – – –
JWM
1035
Jeppson Wealth Management
California
$528K – – –
LGF
1036
LGT Group Foundation
Liechtenstein
$528K – – –
MPAM
1037
Murphy Pohlad Asset Management
Minnesota
$528K – – –
TCCM
1038
Timber Creek Capital Management
Massachusetts
$528K – – –
AIC
1039
Archer Investment Corporation
Indiana
$528K – – –
MFS
1040
Madrona Financial Services
Washington
$520K – – –
ACS
1041
Archford Capital Strategies
Illinois
$516K – – –
PCA
1042
Pallas Capital Advisors
Massachusetts
$516K – – –
TCM
1043
Tandem Capital Management
New Jersey
$505K – – –
CTFG
1044
Capstone Triton Financial Group
Oklahoma
$497K – – –
HFS
1045
HBC Financial Services
Washington
$497K – – –
TPWA
1046
TRUE Private Wealth Advisors
Oregon
$494K – – –
VCM
1047
Vivaldi Capital Management
Illinois
$465K – – –
IA
1048
IFP Advisors
Florida
$289K – – –
WS
1049
Wedbush Securities
California
$202K – – –
FDCDDQ
1050
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.29K – – –
40 41
42
43 44

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.